§ 13F · FUND PROFILE
Independent Solutions Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $512.2T (13F)Positions · 178Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 82K | $22.2T | 4.1% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 102K | $19.0T | 3.5% | −2% |
| 3 | LEXI | LISTED FDS TR | 523K | $18.6T | 3.4% | +15% |
| 4 | IVW | ISHARES TR | 150K | $18.5T | 3.4% | −15% |
| 5 | AVGO | BROADCOM INC | 47K | $16.2T | 3.0% | −5% |
| 6 | IVE | ISHARES TR | 75K | $15.9T | 2.9% | −4% |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 79K | $14.1T | 2.6% | −10% |
| 8 | SHV | ISHARES TR | 112K | $12.3T | 2.3% | +19% |
| 9 | AGG | ISHARES TR | 112K | $11.1T | 2.0% | −5% |
| 10 | MSFT | MICROSOFT CORP | 23K | $11.0T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Solutions Wealth Management, LLC is a Other fund managing $512188.6 trillion in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed